Choice Capital - Call 03 9686 497603 9686 4976

Wilson Chen

Adviser | Processes & Projects
Wilson Chen

Take control of your finances on the go with our mobile app.

Meet your financial world’s new command centre. Set yourself up for success with the portal’s powerful organisation, analytics, and collaboration tools.

Ask us for more informationAsk us for more information
Whether you're looking for peace of mind or a platform to help reach your goals, your wealth portal has the features to get you there.

Whether you're looking for peace of mind or a platform to help reach your goals, your wealth portal has the features to get you there.

The Choice Capital personal wealth portal helps you track and manage your entire financial world.

The easy to use app gathers all your information in one place, giving you a clear overview of everything you own and owe – including bank accounts, credit cards, properties, cars, loans and mortgages. Get connected to your finances in just minutes, and with bank-level security, your data has never been safer.

Take control of your finances and download the Choice Capital app today.

   

Choice Capital
Choice Capital

Everything you need in one place.

Keep your finances organised

From property and bank accounts to loan repayments, insurance and estate planning, connect all aspects of your financial world in one place.

Create new spending habits

Whether your spending too much on take-out, coffee or shoes, your portal helps you manage your spending with easy to use budgeting features.

Stay on target with reports

Stay on top of your goals with monthly financial health check reports delivered directly to your inbox. Get updates on your budgets, goals, and tax deductions.

Build your A team

Invite family and professionals like your property manager and lawyer, to collaborate. Assign permissions to control what they can view and change.

Track your finances at home and on the go, staying in control has never been easier or more secure.

Live feeds

Enable live feeds for a live, comprehensive snapshot of your financial position. Watch as it evolves over time.

Smart cashflow & budgeting

Experience pain-free budgeting with auto-categorised transactions, tags, and the ability to create tasks and attach receipts.

Document management

More than just budgeting, use your portal to securely store important documents for easy collaboration.

Goal calculators

Create goals and pair them with an account or credit card to understand how – and when – you can achieve them.

Cross-device to-do lists

Create and assign tasks. Set deadlines and get reminders on both desktop and mobile.

Tools for tax, property & more

Your portal can do much more! Whatever your needs, your team are just a few clicks away.

Your money is untouchable

As a read-only service, the wealth portal cannot be used to move or modify funds.

Bank level security

We use the same levels of encryption as banks and other financial institutions.

Available to download on iPhone and Android.
Chat to us about getting access.

Chat to us